Easy Comps

Retail sales were better than expected this morning. Last February was the heart of the economic crisis and comps are very easy. March was the bottom in the stock market and in the economy. Starting in April comps will get increasingly tougher and by the second half government stimulus will have a negative effect.


PJ said...

I can't wait for March to be over. My "health care bill indicator" suggests a push higher this month as the Obama administration is trying to get a bill passed in the next few weeks. When Fed MBS buying ends Mar 31, should be a cleaner market for a bear like me.

Anonymous said...

show me the money SWHC .